Customer Onboarding Specialist (Offshore)

eClerx Philippines, Inc.; Muntinlupa; On-site; PHP 360,000 - 600,000; Full time

Job summary

eClerx Philippines, Inc. is seeking a detail-oriented onboarding specialist to validate customer account setup against sales orders and contract terms.

You will flag data discrepancies before the first invoice and coordinate with Sales and Operations to close gaps. In this role, you’ll conduct outbound welcome calls to new commercial customers, confirm billing preferences, and document customer requirements in the system for billing, collections, and service teams.

Qualifications

• 2+ years in customer service or account management (B2B preferred).
• Strong verbal English communication for customer-facing calls.
• Experience navigating ERP/CRM systems (Aspire, Salesforce or similar).
• Detail-oriented with data validation experience in billing or commercial services (a plus).

Responsibilities

• Validate customer account setup in system against sales order and contract terms.
• Identify and flag data discrepancies before first invoice (billing address, tax status, contract terms, service frequency).
• Conduct outbound welcome calls to new commercial customers within setup window.
• Confirm customer’s billing method, contact, cadence, and service expectations.
• Document customer preferences in system for billing, collections, service teams.
• Partner with Sales and Operations to resolve setup gaps identified during validation.
• Escalate account-level risks to onboarding leadership.
• Track and report on time-to-clean-setup and first-invoice accuracy.
• Validate work order management process (3rd party portal, email, phone, chat).
• If 3rd party portal, validate portal and billing system match with 1-1.
• Identify and flag data discrepancies (billing address, tax status, contract terms, service frequency, pricing) before first invoice.
• Provide appropriate payment routing information ie. ACH detail.
• Get what company name will be on the payment that we receive

Skills

Customer service

English communication

Data validation

Attention to detail

Tools

Salesforce

Aspire ERP

Job description

Key Responsibilities

• Validate customer account setup in system against sales order and contract terms
• Identify and flag data discrepancies (billing address, tax status, contract terms, service frequency) before first invoice
• Conduct outbound welcome calls to new commercial customers within a defined window of setup
• Confirm customer’s preferred billing method, contact, communication cadence, and service expectations
• Document customer preferences in system of record for downstream teams (billing, collections, service)
• Partner with Sales and Operations to resolve setup gaps identified during validation
• Escalate account-level risks (incomplete data, customer dissatisfaction signals) to onboarding leadership
• Track and report on time-to-clean-setup and first-invoice accuracy
• Validate work order Management process (3rd party portal, email, phone, chat)
• If 3rd party portal, validate portal and billing system match with 1-1
• Identify and flag data discrepancies (billing address, tax status, contract terms, service frequency, pricing) before first invoice
• Provide appropriate payment routing information ie. ACH detail
• Get what company name will be on the payment that we receive

Qualifications

• 2+ years customer service or account management experience, B2B preferred
• Strong verbal English communication skills for customer-facing calls
• Comfortable navigating ERP/CRM systems (Aspire, Salesforce, or similar)
• Detail-oriented, comfortable with data validation work
• Experience in billing, AR, or commercial services industry a plus